0
edits
Changes
no edit summary
The document created when you click on the MS Word Merge button is "disconnected" from [[SmartSimple]]. If you wish to upload the document to [[SmartSimple]] you can use one of two techniques:
* Login and upload the document to the appropriate single or multiple file field.<br />-or-
* Use the [[SmartDoc for Microsoft Word Integration|SmartDoc ]] [[Plug-In|plug-in]] to automatically upload the document to a specified single or multiple file field, without directly logging into the system.
'''SmartDoc plug-in document uploading:'''
* To use the [[SmartDoc for Microsoft Word Integration|SmartDoc ]] [[Plug-In|plug-in]] to upload a Word document you need to specify the field within SmartSimple that will be used to store the document. It can be either a [[Custom Field Type: Link – Single File|Single File]] or [[Custom Field Type: Link – Multiple Files|Multiple File]] field.
* The field name is set in the MS Word Merge Field type - [[Custom Field]] setting.
[[Image:StoreTo.PNG]]
* All [[Custom Field Type: Link – Single File|Single File]] and [[Custom Field Type: Link – Multiple Files|Multiple File]] fields on the same level as the MS Word Merge field will be available in the '''Value Stores To''' combo box.
* Each user will need to download and install the latest version of the [[SmartDoc for Microsoft Word Integration|SmartDoc ]] [[Plug-In|plug-in]] to take advantage of this feature.
<br>
Once the MS Word Merge document has been generated as described [[#Generating the Document|above]] the [[user]] can edit the document and/or save it locally if desired. <br>
[[Category:Enhancements]][[Category:Custom Fields]][[Category:Plug-Ins]]
